Block Advisors is a trusted partner for small business tax preparation, offering services such as payroll and bookkeeping. Located in Durham, they provide convenience with the option to meet in-person or work remotely using their Digital Drop-Off service, which allows clients to upload documents easily. The team prioritizes safety by implementing deep cleaning and social distancing measures after each appointment. Clients appreciate the personal touch and attention to detail from the Block Advisors team. They are noted for being knowledgeable and genuinely caring about each client's financial needs and goals. The firm excels in explaining complex financial concepts in simple terms, ensuring clients feel confident about their financial decisions. Reviews highlight the professionalism and responsiveness of the staff, who go above and beyond to meet client needs, even when it may not directly benefit the firm. Many clients express a strong sense of trust in Block Advisors, recommending their services to those seeking to build a solid financial foundation for their families or to manage small business finances effectively. Overall, Block Advisors is recognized for its commitment to client care and financial success.
We switched to Cardinal Hill from a different financial advisor and have been so impressed with how personal they've been with our financial details & plans. What a huge difference from the previous company! Cardinal Hill is helping us be more intentional with our finances, form goals, and take steps to achieve those goals.
March 2025
We have been with this firm since they started. We have a lot of confidence in their expertise, especially since one of the partners has a PhD in finance! They are personable, attentive, responsive, and have so much integrity. Very good choice for wealth management.
February 2025
Jessie, Robert and Brooke are top notch! Advisors and wealth management that I can trust is so valuable!
Specialties: Experienced Tax Advisors averaging 15 years of experience, 100% Accuracy Guarantee, Over 40% of Tax Advisors hold top 2 certifications offered by Block Advisors, Year-Round Tax Preparation and Planning, Highly trained Tax Advisors who are required to pass specialty tax training each year, Business Services: Bookkeeping, Payroll, Max Refund Guarantee
